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Director of Development
A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit Temple Israel in ways that may not be possible through lifetime gifts.
Giving through your estate plan generates a charitable estate tax deduction and substantial tax savings. You may direct all or a portion of your estate to Temple Israel.
A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit Temple Israel.
Sample bequest language is offered below for your legal counsel’s consideration in preparing your will or trust. This enables you to make generous gifts that may not be possible during your lifetime.
While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.